3Chopt Investment Partners’s Duke Energy DUK Stock Holding History

3Chopt Investment Partners’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$840K	Buy	6,415 +160	+3%	+$20K	0.19%	98
2025 Q4	$733K	Sell	6,255 -97	-2%	-$11.8K	0.16%	109
2025 Q3	$786K	Sell	6,352 -76	-1%	-$9.22K	0.18%	103
2025 Q2	$759K	Sell	6,428 -266	-4%	-$31.4K	0.18%	107
2025 Q1	$816K	Buy	+6,694	New	+$763K	0.21%	96
2024 Q3	–	Sell	-4,493	Closed	-$450K	–	104
2024 Q2	$450K	Buy	+4,493	New	+$449K	0.14%	126
2024 Q1	–	Sell	-4,210	Closed	-$409K	–	97
2023 Q4	$409K	Buy	+4,210	New	+$383K	0.15%	118
2023 Q3	–	Sell	-3,936	Closed	-$353K	–	85
2023 Q2	$353K	Sell	3,936 -410	-9%	-$38.7K	0.18%	108
2023 Q1	$419K	Hold	4,346	–	–	0.22%	102
2022 Q4	$448K	Buy	+4,346	New	+$417K	0.24%	86

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3Chopt Investment Partners's DUK Position: Q1 2026 in Review

3Chopt Investment Partners increased its Duke Energy (DUK) stake by 2.6% in Q1 2026, buying an estimated $20K and bringing the position to 6,415 shares worth $840K. The position accounts for 0.19% of the portfolio, ranked #98.

3Chopt Investment Partners first reported a position in DUK in Q4 2022 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

3Chopt Investment Partners held 6,415 shares of Duke Energy worth $840K as of Q1 2026.
3Chopt Investment Partners bought 160 Duke Energy shares in Q1 2026, an estimated $20K.
Duke Energy made up 0.19% of 3Chopt Investment Partners's portfolio in Q1 2026, its #98 holding.
3Chopt Investment Partners first reported a position in Duke Energy in Q4 2022 and has held it in 10 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.